CIK: 0001657703
申報總市值
US$2.7億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 30.31% | -0.87% | -3.75% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 18.76% | +0.29% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 16.71% | +0.16% | -3.17% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 11.91% | -0.58% | -4.83% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.13% | -0.08% | -9.65% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.60% | -0.48% | -2.73% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.16% | — | — | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.42% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | — | NEW | 新建倉 |
| 2 | IWD | Ishares Russell 1000 Value E | — | NEW | 新建倉 |
| 3 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建倉 |
| 4 | IWV | Ishares Russell 3000 ETF | — | NEW | 新建倉 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建倉 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建倉 |
| 7 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建倉 |
| 8 | BIV | Vanguard Intermediate-term B | — | NEW | 新建倉 |